Canadian Natural Resources Ltd (CNQ)vsMurphy Oil Corporation (MUR)
CNQ
Canadian Natural Resources Ltd
$45.70
-0.31%
ENERGY · Cap: $98.47B
MUR
Murphy Oil Corporation
$38.67
-3.25%
ENERGY · Cap: $5.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Natural Resources Ltd generates 1305% more annual revenue ($38.63B vs $2.75B). CNQ leads profitability with a 25.1% profit margin vs 3.1%. MUR appears more attractively valued with a PEG of 0.33. CNQ earns a higher WallStSmart Score of 58/100 (C).
CNQ
Buy58
out of 100
Grade: C
MUR
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$83.74
Current Price
$45.70
$38.04 discount
Intrinsic value data unavailable for MUR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 21.8%
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Revenue declined 1.2%
Earnings declined 45.3%
ROE of 1.6% — below average capital efficiency
3.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CNQ
The strongest argument for CNQ centers on P/E Ratio, Return on Equity, Market Cap. Profitability is solid with margins at 25.1% and operating margin at 21.8%.
Bull Case : MUR
The strongest argument for MUR centers on PEG Ratio, Price/Book. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : CNQ
The primary concerns for CNQ are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : MUR
The primary concerns for MUR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 65.8x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CNQ profiles as a declining stock while MUR is a value play — different risk/reward profiles.
CNQ carries more volatility with a beta of 0.91 — expect wider price swings.
MUR is growing revenue faster at 8.9% — sustainability is the question.
CNQ generates stronger free cash flow (856M), providing more financial flexibility.
Bottom Line
CNQ scores higher overall (58/100 vs 53/100), backed by strong 25.1% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Canadian Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
Murphy Oil Corporation
ENERGY · OIL & GAS E&P · USA
Murphy Oil Corporation is an oil and natural gas exploration and production company in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.
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